Buy These Stocks Before November

Last week, Space Force Gen. Michael Guetlein hit the first key milestone in his mission to build out President Trump’s signature defense initiative, the Golden Dome.

Guetlein has completed a blueprint for the program’s architecture. He’s already briefed Congress on it, but no details about its cost or scale have been released. 

That information will have to wait until at least November. That’s the deadline for Guetlein to present a full implementation plan with satellite and ground station details.

Spoiler alert: It’s going to be massive. 

Earlier this year, President Trump floated a figure of $175 billion, but there’s no way that’s accurate. 

To start, you can just look at Israel’s Iron Dome, which was the inspiration for this endeavor.

Each Iron Dome battery consists of multiple launchers, and each launcher holds up to 20 interceptor missiles. These batteries cost as much as $100 million a piece.

Well, the United States is 490 times larger than Israel. Defending the entire country with Iron Dome-style batteries would require more than 24,000 units and cost roughly $2.5 trillion.

And that’s before we even get to more advanced elements like space-based sensors and interceptors, AI-enabled software, operations, and maintenance.

The Congressional Budget Office has already estimated that the space-based component will cost $542 billion by itself. And that’s just the cost for a limited space-based component that would only be capable of intercepting one or two ICBMs from a rogue nation like North Korea.

A full-service homeland missile shield capable of neutralizing dozens of advanced hypersonic missiles, LEO glide vehicles, and drone swarms will cost magnitudes more than what’s being forecast.

In fact, when it’s all said and done, the headline figure for the Golden Dome is likely to be 10x higher than either Trump or the CBO estimates, ranging anywhere from $1 trillion–$5 trillion. 

I’d imagine Guetlein’s November report will reflect that, and I believe the market will respond accordingly. 

Indeed, despite all the hype around this initiative — and the massive increase in U.S. and global defense spending writ large — I don’t think the market has accurately assessed the massive wave of money that’s about to pour into defense contractors.

Which is why investors simply have to ask…

What Stocks Will Profit From the Golden Dome?

Obviously, given the scope, term, and value of the Golden Dome initiative, defense contractors are already lining up to offer their services.

That includes Booz Allen Hamilton (NYSE: BAH), Lockheed Martin (NYSE: LMT), RTX Corp. (NYSE: RTX), Boeing (NYSE: BA) and L3Harris (NYSE: LHX), among others.

RTX would be a natural choice, as it’s already a partner on the Iron Dome, producing Sky Hunter missiles.

Booz Allen Hamilton is floating a concept it calls “Brilliant Swarms” — a networked constellation of thousands of AI-enabled satellites to process all the aforementioned data from sensors, early warning systems, and radar installations.

The company’s website says this network of LEO satellites would autonomously detect, track, and intercept ballistic missiles just minutes after launch, neutralizing the threat before warheads deploy — and with a much higher probability of success.

BAH officials believe they could demonstrate the concept in space against multiple targets in four years' time and reach initial operating capability within 5–7 years.

Meanwhile, Lockheed Martin is pushing for its own role in the program. That could include anything from command-and-control networks to its F-35 joint strike fighter or its Sentinel A4 radar.

The company was already selected to design and build the next-gen interceptor for Ground-Based Midcourse Defense (GMD) system, which is meant to intercept ICBMs and other long-range ballistic missiles.

Its TPY-6 radar was also used in a successful test intercept of a ballistic missile from Guam late last year. And its PAC-3 Missile Segment Enhancement has proven effective in Ukraine.

Then there’s L3Harris, which has secured over $2 billion in missile-tracking satellite contracts from the Space Force’s Space Development Agency and the Missile Defense Agency. 

However, smaller defense companies that make software and components will likely be included as well. 

In many cases, these stocks could do even better because, regardless of which defense heavyweight wins the prime contract, they’ll have to rely on smaller parts suppliers for the components. 

In fact, one stock in particular is destined to shoot significantly higher due to its AI-powered edge computing and advanced signal intelligence that can track and neutralize hypersonic missiles and cyber threats before they strike.

It’s much smaller than all of the companies I just mentioned, but it’s quietly involved in over 300 major U.S. defense platforms. 

I’d be willing to bet the Golden Dome gets added to that list. 

So check out my full report here, before it’s too late.

Fight on,

Jason Simpkins

Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of The Crow’s Nest where he analyzes investments beyond the scope of the defense sector.

For more on Jason, check out his editor's page.

Be sure to visit our Angel Investment Research channel on YouTube and tune into Jason's podcasts.

Want to hear more from Jason? Sign up to receive emails directly from him ranging from market commentaries to opportunities that he has his eye on. 

@OCSimpkins on X